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Partner Portal Template

Portal

Dashboard

Product

Sales

Softr's Partner portal helps facilitate collaboration, communication, and between your company and distributors, resellers, and suppliers.

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Features and functionality

Build a central place to connect with your sales partners, distributors, retailers, and affiliates more easily.

Gated content and access levels

House your company product catalog behind a partner login.

Create new leads and deals

Gather, store, and distribute leads to partners.

Send quotes and invoices

Send quotes and invoices to your partners.

Costomized views

Give partners, affiliates, sales agents, or distributors their own customized views

Easy access to materials

House your content and collateral for partners to download or request

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Overview

Partner portals allow companies, manufacturers, brokerages, and vendors to connect with their sales partners, distributors, retailers, and affiliates more easily. A Partner Relationship Management platform (PRM for short) can help the parent company and their sales partners in a variety of ways such as providing product and sales training, co-marketing assets, deal pipeline management, leads generation, and much more.

Traditionally, PRMs have been Software-as-a-Service platforms themselves, but don’t typically offer custom branding and are often quite expensive. Using Softr as the PRM can not only reduce cost but also provide a custom, private solution for partnership management. Our Partner Portal template can help get you started with some powerful, out-of-the-box features for managing and communicating with partners.

This template is perfect for:

Insurance Brokerages
Healthcare Equipment Companies
Enterprise SaaS B2B Sales
SaaS companies with Expert programs
Solar Panel Companies
Equipment or Material Manufacturers
Companies with Distributors
Companies with Partners or Affiliates

For a more detailed overview, check out our tutorial:

How it works

To start with the template, you need to have Softr and Airtable accounts. You can use the free plan for Softr and Airtable to get started and then upgrade when needed.

Click the "Use Template" button on this page to start with the template. If you don't yet have a Softr account, you'll be prompted to create one. As soon as you're done creating your account, you'll be taken directly to your partner portal. Your next step will be connecting a data source with mock data to start customizing your database. Further on, you can start playing with the application layout and adding your first users.

Build your Partner portal today

Proceed with the template and have your portal ready in minutes.

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FAQ

How do you make a partner portal?

Creating a partner portal involves several key steps: - Clearly define the purpose and goals of the portal. - Select a portal platform or build one from scratch. - Implement secure user authentication and access controls. - Populate the portal with partner-specific resources. - Integrate communication and collaboration tools. - Create training modules and certification programs to enhance partner product knowledge and sales skills.

What is a partner portal?

A partner portal is a digital platform designed to facilitate communication, collaboration, and information sharing between a company and its partners, such as resellers, distributors, suppliers, or other stakeholders.

What is the difference between customer portal and partner portal?

A customer portal is for end-users, providing account management, self-service, support, and access to personal information. A partner portal is for business collaborators, focusing on collaboration, communication, training, performance tracking, and access to partner-specific resources like pricing and marketing materials.

Can I use the Partner Portal Template with a free Softr account?

All the Softr templates are completely free of charge and can be used with any of the Softr subscription plans. However, Free and Starter plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need to have full Memberships access.

Untapped Capital VC firm keeps its LPs informed with investor portal built with Softr

I had already tried other tools, so when I started using Softr, it was clear immediately that the capabilities were beyond what I found elsewhere.

Yohei Nakajima General Partner, Untapped Capital

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